Matthew Zuehlke
Oconomowoc,WI
Summary
Experienced business professional with strong analytical skills and a proven track record for driving impactful decisions. Highly focused on team collaboration and adaptable to changing needs, consistently delivering results. Expertise in data analysis, process improvement, and client engagement, coupled with a keen ability to translate complex data into actionable insights. Recognized for reliability and goal-orientation, with a strong commitment to excellence in every project.
Overview
14
14
years of professional experience
Work History
Project Manager
U.S. Bank Global Fund Services
10.2023 - Current
- Coordinate the successful processing of different types of mutual fund events, such as: conversions, reorganizations, mergers and stock splits
- Facilitate effective communication and collaboration between project team members, mutual fund companies and their shareholders through written communication and conference calls
- Create, enhance and track project plans to ensure timely deliverables
- Generate reports of affected account population and analyze several data points to determine special processing requirements
Business Technology Analyst
U.S. Bank Global Fund Services
03.2017 - 10.2023
- Implemented new funds and managed existing client settings on the TA2000 application where fund information is programmed
- Provided quality control checks for coworker setups and ensured documentation is stored in the proper location
- Analyzed regulatory documents, incoming emails and system limitations to validate client information is accurately stored
- Collaborated with subject matter experts internally and externally to resolve discrepancies
Mutual Funds Specialist
U.S. Bank Global Fund Services
02.2014 - 03.2017
- Actively listened to callers and identified ways to assist accurately and quickly
- Processed trades for individual shareholders and large institutions where trades would frequently exceed millions of dollars
- Quickly advanced to assisting a larger spread of clients and joined specialized teams that handle the more complex clients
- Consistently met and exceeded goal score expectations for call reviews; increased scores by offering services to enhance shareholder relationships
Call Center Personal Banker and Fraud Liaison Specialist
U.S. Bank
06.2011 - 02.2014
- Answered phone inquiries regarding several account types - deposit, loan and line of credit
- Empathized with and acknowledge customers to ensure confidence and trust
- Expressed care and understanding to build relationships with all internal and external customers
- Efficiently identified needs, tactfully answered questions and solved problems while offering products and services
Education
Bachelor of Applied Studies - Integrative Leadership Studies, Business Administration
University of Wisconsin Green Bay
Green Bay, WI05.2021
Associate of Science - Global Business
Waukesha County Technical College
Pewaukee, WI05.2011
Career Achievements
- Fostered a team atmosphere in each position through coaching and training
- Established and maintained effective business relationships with internal customers, improving communication between customers and the company
- Exceeded goals and objectives in high-pressure environments where inquiries and requirements are often detailed and time consuming
- Received numerous accolades and letters of appreciation from customers and coworkers
Additional Strengths And Skills
- Driven professional, self-motivated and committed contributor
- Dedicated to establishing rapport and collaborating with people of various ages, cultures and professional levels
- Strong attention to detail, organizational abilities and time management skills
- Adaptable learning ability, advanced problem solving skills with a desire to find a thorough resolution with minimal impact
- Excellent in typing, computer applications, Windows operating system and the Microsoft Office Product Suite
Honors And Awards
- U.S. Bank 2024 Legends of Possible award recipient
- Received numerous U.S. Bank Spot and Shield Award recognitions for collaboration and complex event completion
- Graduated Summa Cum Laude from University of Wisconsin Green Bay
Timeline
Project Manager
U.S. Bank Global Fund Services
10.2023 - Current
Business Technology Analyst
U.S. Bank Global Fund Services
03.2017 - 10.2023
Mutual Funds Specialist
U.S. Bank Global Fund Services
02.2014 - 03.2017
Call Center Personal Banker and Fraud Liaison Specialist
U.S. Bank
06.2011 - 02.2014
Associate of Science - Global Business
Waukesha County Technical College
Bachelor of Applied Studies - Integrative Leadership Studies, Business Administration
University of Wisconsin Green Bay
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